A weekly collection of news and highlights. Included this week:
The families with 100+ years of wealth
Introducing the International Federation of Family Office
On delaying inheritance until death
Employment law risks for family offices
Future of interval funds: growth for family offices
Living Large: The best Island getaways in the United States
๐ highlights
Changes in the China rich list.
Delaying inheritance until death.
Families with 100+ years of wealth.
The tech selloff.
Morgan Stanley offers $2.3B of debt for Dell family deal.
The family dominating pearl diving.
reddit highlights
Over on reddit, a discussion on the best money decisions.
in highlights
Latest DBS Asian family office report.
Keep an eye on your trust and estate lawyer.
The rising costs of running a family office.
Family Office news roundup
The future of interval funds: growth for family offices. CION Investments shares how interval funds, already a mainstream private markets access point for investors, could represent a structural evolution for family offices - Mr Family Office
Family offices seek to band together as global wealth swells. A new International Federation of Family Office is bringing together national associations from Europe and beyond as the industry grows in size and influence - Bloomberg
Family offices are becoming a force in capital markets. Kellogg explores the rise of "legacy equity", where wealthy families invest directly in businesses using permanent capital rather than traditional private equity funds - Kellogg Insight
How much value are family offices really getting from AI?. BNY's research finds that 72% of surveyed family offices are using or piloting AI for reporting automation, while only 8% have extensively integrated AI into investment decisions - BNY Wealth
What 13F filings really tell us about family offices. Quarterly filings reveal some big bets, while leaving much of the worldโs private wealth hidden - Bloomberg
Seven employment law issues that can put family wealth at risk. While family offices manage enormous fortunes, their surprisingly common informal working arrangements can create serious employment risks- JD Supra
Hong Kong a clear beneficiary of global capital diversification. The city now hosts more than 3,300 single family offices, and deposits in the city's banking system rose 7.7 percent to HK$20.9 trillion in the first nine months of the year - The Standard
Philanthropyโs most exclusive club looks to its heirs. Signatories to The Giving Pledge, a global philanthropic initiative, commit to giving away at least half their wealth, but are they living up to their ideals? - Spearโs
Living Large: the finer things in life
The best Island getaways in the United States. From tropical Hawaii and the lakes of the Midwest to the wood-paneled houses of Nantucket, you donโt need to leave the US to experience an idyllic island holiday - Condรฉ Nast Traveler
ICYMI: last weekโs newsletter covered the first of a five-part series on How To Open A Family Office. Read 'Part One: Know Your Whyโ.
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